CWM
BERY

Congress Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Congress Wealth Management’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,260
Closed -$228K – 1225
2025
Q1 		$228K Buy
+3,260
New +$226K ﹤0.01% 1008
2022
Q1 		– Sell
-2,971
Closed -$201K – 652
2021
Q4 		$201K Buy
+2,971
New +$184K ﹤0.01% 594

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DekaBank Deutsche Girozentrale
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IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
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